+5,376.0%
WMB vs BTI
+6,053.3%
-677.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.5% |
| 7D | +0.6% | -1.4% | +2.0% | +1.0% |
| 30D | +3.3% | -6.6% | +9.9% | +5.3% |
| 3M | +3.1% | -3.0% | +6.1% | +3.7% |
| 6M | -0.7% | -6.7% | +6.0% | +0.8% |
| YTD | +25.2% | +0.6% | +24.6% | +24.1% |
| 1Y | +32.9% | +5.6% | +27.3% | +29.6% |
| 3Y | +140.6% | +110.3% | +30.2% | +88.2% |
| 5Y | +273.5% | +114.3% | +159.2% | +189.1% |
| 10Y | +334.2% | +67.7% | +266.6% | +251.2% |
| All | +5,376.0% | +6,053.3% | -677.3% | +2,270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling